Wealth Planning

Why Consider Florida?

Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax.

The more ties you have to Florida, the more likely your Florida domicile will be respected.

While Florida is commonly known for its year-round sunshine and beautiful sandy beaches, it’s also home to many tax and financial advantages as well. Generally considered a low-tax state, Florida residents likely enjoy significantly reduced tax obligations compared to those of many other states. Florida does not impose a personal income tax, an inheritance tax, a gift tax, or an intangible personal property tax. Florida tax laws are governed under the Florida Constitution and would require a super-majority to evoke change.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.